Anthony Gressick is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. In this capacity, he partners with clients to address their financial planning needs and helps them access Fidelity's extensive resources. He engages with clients to understand their unique situations and goals, providing tailored financial advice. Anthony's approach involves working closely with clients to navigate complex financial scenarios. Outside of his professional role, Anthony has interests in baseball, pets, and running.

Matthew Boelter is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C., Viridian RIA, LPL Financial, and VOYA Financial Advisors. Outside of his advisory role, he owns and operates a crypto mining business with his son. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Cynthia Schmiedeknecht is a financial advisor at Ameriprise with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership at Sequence, Inc., which focuses on life coaching and consulting. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Paige Mcdonald is a financial advisor with Ameriprise in Edmonds, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is a member and COO of Super Ensemble Partners, LLC, where she manages an Ameriprise business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

William Sherrell is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones before joining Fidelity, where he has been since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Timothy Swanson is a CERTIFIED FINANCIAL PLANNER™ practitioner with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Campbell Soup Company from 2016 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and provides both discretionary and non-discretionary wrap fee strategies along with tax-efficient services.

Stephen Brown is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been associated with The Lincoln National Life Insurance Company and Green Financial Corp since 1995. Outside of his advisory work, he serves as treasurer for the nonprofit Concerned Neighbors of Wellington. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through a multi-manager platform with a wide range of investment solutions and program structures.

Maxwell Winter is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Outside of his advisory role, he provides tax preparation services through a separate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that delivers customized retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kyle Gardner is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to this, he spent six years at Cetera Advisor Networks and was involved with Subculture Apparel for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various financial planning and advisory programs, leveraging both discretionary and non-discretionary management along with model portfolios, research, and technology-driven portfolio solutions.

Sara Mitchell is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and has prior work experience that includes roles at Ameriprise and entrepreneurial involvement with Huxdotter Coffee. Ameriprise offers a retirement-income planning service geared toward individuals approaching or in retirement, focusing on tax-smart withdrawal strategies, Social Security options, and income source analysis. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations primarily for clients with significant investable assets.

Robin Tan is a CFP® professional with 30 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, Tan spent 23 years with Kms Financial Services, Inc. He is also an agent for non-variable insurance products, including disability, long-term care, and term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches along with research from internal and third-party sources.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anna Pridey is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at USI Insurance Services and had several self-employed roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and oversees affiliated or unaffiliated sub-advisers.

Susan Youngsman is a financial advisor with LPL Financial in Lynnwood, WA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been associated with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Chun Lee is a financial advisor with LPL Financial in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/Private Ledger) since 2001. Outside of his advisory role, he is a notary providing free signature notarizations for clients and prospect and also sells long-term care insurance through GE. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Michelle Schmidt is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she worked at several organizations including Plymouth Language Program and The Midland Group. Outside of finance, she operates Michelle Schmidt LLC, a food blog and photography service. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kelvin Herbruger is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining RBC Capital Markets, he worked at D.A. Davidson & Co. and Boston Consulting Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies and integrates both in-house and third-party investment managers.

Sarah Hand is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial since 2021, following 16 years at Wells Fargo Advisors LLC. Outside of her advisory role, she is employed as a Senior Registered Client Associate at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized services such as municipal finance and SIMPLE IRA Employer Advisory programs.

Ashley Kelly is a Financial Consultant at Fidelity Investments. In this role, Ashley collaborates with clients to develop customized financial plans aimed at helping them achieve their financial goals. Ashley emphasizes transparency and focuses on assisting clients in making informed decisions regarding their financial futures. Ashley has been with Fidelity Investments since 2020, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and currently Financial Consultant. This experience has provided Ashley with a comprehensive understanding of financial planning and client relationship management within the firm. Ashley is passionate about building relationships with local families and utilizes Fidelity's expertise and resources nationwide to enhance the support provided to clients.

Adam Harvey is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and 21 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors. Outside of his advisory role, he is involved with Harvey Capital Group, a separate business activity. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.